O'Shaughnessy Asset Management’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
33,008
+9,161
| +38% | +$99.9K | ﹤0.01% | 1543 |
|
|
2025
Q1 | $216K | Sell |
23,847
-3,072
| -11% | -$27.8K | ﹤0.01% | 1746 |
|
|
2024
Q4 | $195K | Sell |
26,919
-11,343
| -30% | -$82.1K | ﹤0.01% | 1755 |
|
|
2024
Q3 | $269K | Buy |
38,262
+17,149
| +81% | +$121K | ﹤0.01% | 1533 |
|
|
2024
Q2 | $107K | Buy |
+21,113
| New | +$107K | ﹤0.01% | 1639 |
|
|
2023
Q3 | – | Sell |
-10,439
| Closed | -$37K | – | 1664 |
|
|
2023
Q2 | $37K | Hold |
10,439
| – | – | ﹤0.01% | 1373 |
|
|
2023
Q1 | $40.6K | Buy |
+10,439
| New | +$40.6K | ﹤0.01% | 1361 |
|
|
2021
Q4 | – | Sell |
-8,785
| Closed | -$63K | – | 2115 |
|
|
2021
Q3 | $63K | Sell |
8,785
-1,703
| -16% | -$12.2K | ﹤0.01% | 1557 |
|
|
2021
Q2 | $92K | Hold |
10,488
| – | – | ﹤0.01% | 1339 |
|
|
2021
Q1 | $86K | Buy |
10,488
+1,703
| +19% | +$14K | ﹤0.01% | 1258 |
|
|
2020
Q4 | $54K | Buy |
+8,785
| New | +$54K | ﹤0.01% | 1220 |
|
|
2020
Q1 | – | Sell |
-33,780
| Closed | -$136K | – | 1674 |
|
|
2019
Q4 | $136K | Sell |
33,780
-4,650
| -12% | -$18.7K | ﹤0.01% | 712 |
|
|
2019
Q3 | $176K | Sell |
38,430
-1,426
| -4% | -$6.53K | ﹤0.01% | 547 |
|
|
2019
Q2 | $170K | Sell |
39,856
-12,628
| -24% | -$53.9K | ﹤0.01% | 561 |
|
|
2019
Q1 | $359K | Buy |
52,484
+51,574
| +5,667% | +$353K | 0.01% | 424 |
|
|
2018
Q4 | $5K | Buy |
+910
| New | +$5K | ﹤0.01% | 822 |
|
|
2014
Q4 | – | Sell |
-11,826
| Closed | -$295K | – | 1061 |
|
|
2014
Q3 | $295K | Sell |
11,826
-19
| -0.2% | -$474 | 0.01% | 481 |
|
|
2014
Q2 | $327K | Hold |
11,845
| – | – | 0.01% | 476 |
|
|
2014
Q1 | $307K | Buy |
11,845
+1,694
| +17% | +$43.9K | 0.01% | 470 |
|
|
2013
Q4 | $236K | Buy |
10,151
+6,917
| +214% | +$161K | 0.01% | 518 |
|
|
2013
Q3 | $59K | Buy |
3,234
+19
| +0.6% | +$347 | ﹤0.01% | 606 |
|
|
2013
Q2 | $47K | Buy |
+3,215
| New | +$47K | ﹤0.01% | 608 |
|